Optimizing Outsourcing Governance     Agenda Thursday, October 14th 8:00 am - 9:00 am Breakfast and Registration 9:00 am - 9:40 am Welcome and Introductions 9:40 am - 10:10 am Outsourcing Governance – Setting the Right Foundation At key stages in the Outsourcing Lifecycle, there are opportunities for clients to effectively prepare for managing a new or improving an existing outsourcing relationship by understanding the best practices and key components of Outsourcing Governance that will impact both your internal organization and your external outsourcing relationship. Understand the latest outsourcing trends and examine the factors which are increasing the complexity of achieving optimal value from each relationship. 10:10am - 10:25 am Break 10:25 am - 11:25 am The Evolving Complexity of Outsourcing Governance Whether your outsourcing contract is confined to a single process and provider or spans multiple processes and providers - we'll highlight the unique challenges regarding each scenario, including: structuring your governance operating model for best results, governing offshore services and providers, and determining the optimum level of investment in outsourcing governance that organizations need to consider after contract signing to ensure effective transition and implementation. 11:25 am - Noon Framework for Outsourcing Optimization Achieving true optimal value from an outsourcing relationship - or portfolio of outsourcing relationships - is a challenge facing many clients. Performing a holistic assessment of the organization, business process, governance capabilities, currency of the agreements, pricing and contract terms and conditions (along with other characteristics) can enable a client to move beyond outsourcing governance fundamentals and achieve outsourcing optimization. Noon - 1:00 pm Lunch and Networking 1:00 pm - 1:30 pm Framework for Outsourcing Optimization (continued) 1:30 pm - 2:15 pm Adapting to Change at International Paper Scott Lacy – Director, HR Operations HR Outsourcing can leverage HR Transformation, but requires companies to transition to a new role and to actively manage the accompanying shift in responsibilities. Recognizing and addressing the resulting challenges at the outset can make the difference between a successful and a failed outsourcing relationship. While the formation of a strategic partnership between client and service provider can be a key driver in effectively managing and adapting to change, forging an effective partnership requires evolution of the governance model. Key discussion points will include: • Business drivers • Outsourcing’s impact on the business model • Evolution of the provider relationship • What’s next for HR service delivery at International Paper 2:15 pm - 2:30 pm Break 2:30 pm - 3:30 pm Optimizing Your Outsourcing Relationships Governance organizations are challenged with establishing and maintaining collaborative relationships with the service provider for the duration of the outsourcing agreement as well as alignment with long-term outsourcing strategies. With the effective use of relationship management techniques, business relationships can be systematically built and managed to achieve consistent results, and also resolve persistent issues. Participants will perform a self-diagnostic and assess their organization’s relationship performance. 3:30 pm - 4:15 pm The Evolution of Intel’s Outsourcing Global Governance Structure Presenter: Rose Mendoza- Intel Corp, Americas Account Manager First hand perspective on Intel’s decision to single source their Facilities Management function worldwide and the resulting challenges with governing an global contract in a consistent and fair manner. Change is inevitable with an initiative of this scale and Rose will share how Intel’s governance model has evolved and expanded to address complex business issues. Key discussion points will include: • Framework for decision making- (RAPID model) • Optimal global vs. regional team structures • Key competencies required on each team • Models and matrixes designed to manage change 4:15 pm - 5:00 pm Outsourcing Management Tools: Marketplace Overview Outsourcing management (OM) tools help drive and reflect operational and management discipline, provide greater accuracy and independence from outsourcing service providers, and serve as catalysts for change to help enterprises codify OM best practices. This view of the current marketplace will provide a practical guide for any enterprise evaluating third-party OM tools. 5:00 pm Summary and Close 6:00 pm Hosted Networking Reception and Dinner in Boston’s historic North End Friday, October 15th 8:00 am - 9:00 am Breakfast Leveraging Technology to Optimize Outsourcing Governance & Case Study (optional) 9:00 am - 9:15 am Welcome Back and Agenda Review 9:15 am - 10:00 am Optimization: Financial Benefits Realization Achieving optimal financial benefits from an outsourcing agreement can be an elusive goal. We will present practical approaches to managing a business case and methods to ensure the agreement's pricing can remain current throughout the outsourcing lifecycle - including approaches that do not require the use of the formal benchmarking provisions of the agreement. 10:10 am - 10:45 am Leveraging Outsourcing as a Catalyst for Change – Hess Corporation John Douglas, VP – Global Process Excellence How did Hess Corporation, a global integrated energy company, develop its roadmap to meet organizational needs and achieve an optimized sourcing strategy? John Douglas shares strategic and tactical insights regarding Hess’ sourcing journey – including its recent F&A and IT outsourcing initiatives. Key discussion points will include: • Drivers for business change and the sourcing strategy • Outsourcing model and success factors • Governance challenges and lessons learned 10:45 am –11:00 am Break 11:00 am - 11:50 am Optimization: Contract Management The nature of outsourced services leads to detailed contracts with lengthy terms and also lends itself to the inevitability of a contract that cannot keep pace with business evolution and its impact on the benefits, costs and risk allocation agreed by the parties. Identification and management of the current trends and issues ensures optimization of your outsourcing contract throughout the contract term. 11:50 am - 12:00 pm Summary and Close Roundtable Overview Outsourcing governance is the vehicle through which buyers can ensure the benefit is achieved. As buyers expand their outsourcing efforts in terms of function, scope, scale, number of service providers and global delivery, good outsourcing governance is more important than ever to outsourcing success. While buyers are gaining appreciation for the importance of governance to outsourcing success, many still struggle to deploy the adequate resources needed to support outsourcing governance efforts. Buyers must build a stronger business case to garner the investment required to improve capabilities, but must also enhance the performance of current operations. Focusing on improving the efficiency and effectiveness of administrative outsourcing governance operations is one area where buyers can both save money and free up resources for more strategic governance. EquaTerra invites you to join your peers for interactive discussion, education and networking as we go deep and examine the critical questions and concepts that organizations should act on to ensure objectives are achieved and to drive maximum value from outsourcing relationships: Who Should Attend? The roundtable is ideal for those who are currently involved in managing one or more existing outsourcing relationships – whether you are just getting started, a ‘seasoned veteran’ or have an agreement which is coming up for renewal or renegotiation. Discussions and content will illustrate and provide best practices enabling participants to better realize the utmost value from their organization’s outsourcing relationships, including: achieving the business case, continuous improvement and innovation objectives. Roundtable Pricing/Registration $500 per person Click hereto register for EquaTerra’s Governance Roundtable *Please Note - participation is limited to buy-side organizations only. Roundtable Venue & Accommodations Hyatt Harborside 101 Harborside Drive Boston, MA * To book a room at the EquaTerra discounted rate for this program ($199.00/night), please contact The Remington Group: 978-458-1500. Further details or questions: please contact Allison.Norman@EquaTerra.com or call 503-230-9472. About EquaTerra  EquaTerra sourcing advisors help clients achieve sustainable value in their IT and business processes. Our advisors average more than 20 years of industry experience and have supported over 2000 transformation and outsourcing projects across more than 60 countries. Supporting clients throughout the Americas, Europe, and Asia Pacific, we have deep functional knowledge in Finance and Accounting, HR, IT, Procurement, Real Estate and Facilities Management and other critical business processes. EquaTerra helps clients achieve significant cost savings and process improvement with internal transformation, shared services and outsourcing solutions. For more information on EquaTerra, please visit: www.equaterra.com.